Every project has three project resource-types that may be associated to the project:
- A Task Resource has no project schedule editing capabilities
- A Project Scheduler has limited to editing schedule data, but not budgetary data
- A Project Manager has complete control of the project schedule
These three designations are done on a project-to-project basis, with no relationship to the user profile settings at the system level. In other words, a user with Project Manager privileges at the system level does not have project manager privileges on any projects unless granted project-manager privileges within the specific project.
Another level of permissions present within a project may be the item permissions, in the event that the system administrator has restricted user functions using item permissions. The system administrator must make certain that project managers have full system-level permissions to a project in order for the project manager to access the project and edit the project schedule. For example, if a system administrator were to place a new project in a folder that is inaccessible to the project manager, the project manager privileges within the project are irrelevant. The project manager is unable to access the project in the first place.
The general rule is that full permissions to project managers must be maintained within the project's item properties by the system administrator. Other project participants must minimally have read access to the project as well. There may be instances where non-project manager resources to a project may not have full item permissions within the project. Examples of this could include the following scenarios:
- A resource may have read-only permissions so that he or she cannot add threads and/or upload files within the project
- A resource may have read and add permissions so that they may read and add threads and/or upload files within the project, but not make changes to threads and files placed into the project by other users
Looking for a Cheat-Sheet?
These roles are special only for projects. User System Roles will limit what users can do and Item Permissions will limit where the user can do it. Because Project Managers like to keep a tight grip on their project schedules, not just anyone can make changes to a project schedule.
- Enter time and expense entries on tasks to which they are assigned as a resource.
- Enter Actual Start Date, Actual Finish Date and % Complete data on tasks to which each is assigned as the task owner.
A Project Scheduler has all rights of a Project Resource plus:
- Add resources to the project as Project Schedulers or Project Resources.
- Enter time, expense and % complete data on behalf of all project resources.
- Edit the project name, start date and other fields on the project add/edit form.
- Edit all scheduling-related fields for all tasks within the project.
A Project Manager has all rights of a Project Scheduler plus:
- Add resources to the project as Project Managers.
- View budget information.
- Edit all budgeting fields for all tasks and resources within the project.
There are additional Project Permissions considerations if you find you need to troubleshoot your resources' project permissions.